Become a Member of Legacy Society

Family & Children’s Services is the place Oklahomans have turned to for help since 1921 — and the reality is that the need for services will continue for generations to come. We heal children who’ve been abused or traumatized, strengthen families in crisis and move individuals battling mental illness or addiction toward recovery.

Will you join the Family & Children’s Services Legacy Society and help us have a life-changing impact on the children and families of tomorrow?

By joining the Legacy Society, you create a better tomorrow for all. Planned gifts to the Legacy Society include bequests in wills and trusts, gift annuities, insurance beneficiaries and more.

When you partake in Legacy Society Planned Giving through the gift of properties and/or securities, you receive an immediate income tax deduction for the fair market value of the property/securities on the date of transfer. Specific IRS rules apply to the deduction of the appraised value of gifts of art or other collectibles. Additionally, you pay no tax on any long-term capital gain. We encourage you to donate your most appreciated assets to create the biggest tax savings for you.

Family & Children’s Services participates in the Tulsa Community Foundation Planned Giving Partnership Program. Through this program, we can offer you complimentary, confidential, professional estate planning services. It’s a terrific opportunity to leave a lasting and healing legacy.

Planned Giving - Overview

Planned gifts take many forms, providing additional income for you and/or your heirs, reducing income and estate taxes, relieving you and your heirs of complicated financial management responsibilities, and helping to fulfill your personal, humanitarian, and charitable objectives. Planned gifts can be made in cash, real estate, stocks, bonds, personal property, or life insurance.

Gifts by Will

A bequest to Family & Children’s Services in your will or trust is a great way to ensure that Family & Children’s Services will continue to restore children’s well-being, heal victims of abuse, strengthen individuals and families, and provide hope and recovery for adults suffering from mental illness and addictions. Such a bequest often allows you to make an even bigger impact than you ever thought possible.

Beneficiary Designations

As a Legacy Society member, naming Family & Children’s Services as a beneficiary of one of your assets, such as your retirement plan or life insurance policy, is a secure way to share resources with individuals and families in need.

Charitable Remainder Trust

A charitable trust transfers ownership and management of cash and/or appreciated securities to Family & Children’s Services who then manages the trust and pays income to you for the remainder of your life and/or the life of another beneficiary. An annuity trust provides a fixed annual income for those wanting consistent, predictable payments. A unitrust pays a variable return based on market changes, providing an effective hedge against inflation.

Life Insurance

Contributions of life insurance can provide a substantial gift to Family & Children’s Services. The value of an ordinary policy at the time of the gift is tax deductible. If you continue paying the premiums, they also are deductible as charitable contributions. If a paid-up policy is given, the cost of purchasing a new paid-up policy at your current age is the value of the charitable deduction.

Use Your IRA

If you are 70½ years old or older, you can take advantage of a simple way to benefit Family & Children’s Services and receive tax benefits in return. You can give any amount up to $100,000 per year from your IRA directly to Family & Children’s Services without having to pay income taxes on the money. This popular gift option is known as a qualified charitable distribution (QCD) and is commonly called the IRA charitable rollover.

Current Legacy Society Members

Current Members of the Family & Children’s Services Legacy Society

  • Dana Baldwin
  • Edd Dover, for the Margaret A. Dover Memorial Fund
  • Kathleen McKeown & Gary Betow
  • Kathy & Ron Collins
  • Gail & Les Lapidus
  • Susan & Marcus Lemon
  • Susan McCalman
  • Gil Morris
  • Chris Murphy
  • Tina Parkhill
  • Harriet & Adam Robinson
  • Laura Stauffer

Posthumous members

  • Mary Athens
  • Trish & Dick Leiser
  • Ruth K. Nelson

Whether you're actively making preparations for planned giving, or if you're just interested in learning more about Legacy Society, please contact Chief Development Officer, Tom Taylor, at 918.600.3843. If you prefer, you may simply complete the brief interest form below, and Family & Children's Services will connect with you soon.

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